Meet the Team

We believe that everyone benefits from a team approach. We place a high value on delivering expertise and believe that our industry should be held to high standards, which is why both advisors on the team hold the Certified Financial Planner™ designation. Different members on the team specialize in all areas, ranging from life insurance to managing investments to building financial plans. Together, we ensure that you always have someone with integrity, knowledge, and dedication available to you.

Jon’s love for finance has been apparent since the eighth grade, when he wrote his paper on working in the
investment
field. His expertise has only grown through his studies in Finance at Grove City College and his earnings of the
Chartered Life Underwriter and Certified Financial Planner designations. Jon began his career at a regional
brokerage
firm in Pittsburgh. He started with Northwestern Mutual in 2012 after spending some time on the mission field. He
and
his wife, Jessica, live in Grove City with their three sons: Noah, Zachary, and Joshua. When he’s not at Disney
World,
Jon loves spending his free time camping, fishing, and playing soccer with his boys.

Luke’s personable nature drives him to get to know our clients well and work closely with them to identify the best
solutions for their specific needs. He began working for Northwestern Mutual in 2004 after graduating from Grove
City
College with a degree in Business Management. Since then, he has earned the Chartered Life Underwriter, Chartered
Financial Consultant, and Certified Financial Planner designations. He has lived in Grove City his entire life and
serves on the board of the local United Way. He also serves on the board of eduKenya, a ministry that operates
schools
and related development programs in Nairobi, Kenya. He and his wife, Abbie, have made it a goal to take their kids,
Madison and Landon, to see the Pirates in every major league baseball stadium. He also just so happens to find the
best
donut shops on every trip.

Emily’s comfort level extends from in front of a group to clicking around the computer, making her perfectly suited to work with our retirement plan clients as well as to be the de-facto “tech support” in our office. She started with Northwestern Mutual in 2016 after managing client accounts at a local insurance office for 4 years. In addition to handling our retirement plan business, she also builds personalized financial plans for our individual clients and assists in investment operations. Emily graduated from Grove City College. She lives in Grove City with her husband, Mike, and their two sons, Jonah and Ben. When she’s not serving at her church, she’s probably re-reading one of her children’s favorite books or tickling them to relish in their belly laughs.

Julie’s attention to detail keeps the office on track. She started with Northwestern Mutual in 2012, bringing with
her
30 years of office management experience. Her cheery voice answers the phones, and she also handles most of our
investment operations. Julie and her husband, Brian, live in Grove City. Her daughter, Lindsey, lives with her
husband
Brandon in Florida. Her son, Brad, lives with his wife Melissa and their son in Pittsburgh. Julie loves to travel
to
visit with them and with her sisters. She is active at her church, where she currently volunteers for child care.
In
her peaceful moments, Julie also enjoys quilting and doing yoga.

Jessica’s passion for helping people plan for their financial goals makes her well-suited to help manage and build our current and new client relationships. She started with Northwestern Mutual in 2016 as an advisor in Cranberry and joined our team in 2018. Jessica graduated from Youngstown State University with a double major in accounting and finance. She was born and raised in New Castle, PA where she still lives with her family. Although she loves being active in her community, including her church in Cranberry, her time spent studying abroad in London gave her the bug to travel and see the world.

Ryan’s easygoing personality equips him to be flexible as he services our existing insurance clientele and manages our risk-related new business operations. He started with Northwestern Mutual in 2015. He graduated from Grove City College and received his MBA from Clarion University. Ryan and his wife, T.L., live in Grove City with their daughter Ainsley and their son RJ. They are avid basketball fans, having both played at Grove City College and spent time coaching at various levels throughout the area. They enjoy spending time with their families and attending their church in Grove City.

Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing. To obtain a copy of one or more of these brochures, contact your representative.

Jonathan A Graeser and Lucas Reed Michael use Gould Financial as a marketing name for doing business as representatives of Northwestern Mutual. Gould Financial is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Jonathan A Graeser and Lucas Reed Michael are Representatives of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI (fiduciary and fee-based financial planning services), a subsidiary of NM and limited purpose federal savings bank. All NMWMC products and services are offered only by properly credentialed Representatives who operate from agency offices of NMWMC. Jonathan A Graeser and Lucas Reed Michael are Agents of Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM. Jonathan A Graeser and Lucas Reed Michael are Registered Representatives of Northwestern Mutual Investment Services, LLC (NMIS) (securities), a subsidiary of NM, registered investment adviser, broker-dealer and member FINRA (finra.org) and SIPC (sipc.org). Jonathan A Graeser and Lucas Reed Michael are Insurance Agents of NM.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.

Jonathan A Graeser and Lucas Reed Michael are primarily licensed in PA and may be licensed in other states.